UF

Univest Financial Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.63%
This Quarter Est. Return
1 Year Est. Return
+16.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
-$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$2.47M
3
+$2.23M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.09M
5
GPN icon
Global Payments
GPN
+$1.99M

Top Sells

1
+$4.16M
2
+$3.9M
3
+$3.57M
4
MMM icon
3M
MMM
+$2.7M
5
LHX icon
L3Harris
LHX
+$1.92M

Sector Composition

1 Financials 16.69%
2 Healthcare 12.73%
3 Technology 8.83%
4 Industrials 7.5%
5 Communication Services 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.73M 1.37%
71,340
-24,500
27
$3.69M 1.36%
32,399
-6,361
28
$3.56M 1.31%
17,475
-4,469
29
$3.5M 1.29%
42,359
-385
30
$3.15M 1.16%
24,016
-2,806
31
$2.94M 1.08%
49,869
+1,740
32
$2.82M 1.04%
20,929
-14,278
33
$2.77M 1.02%
37,202
-1,745
34
$2.71M 1%
20,529
-611
35
$2.47M 0.91%
+37,671
36
$2.41M 0.89%
15,036
-2,813
37
$2.33M 0.86%
33,555
-719
38
$2.31M 0.85%
14,372
-2,617
39
$2.28M 0.84%
68,530
-985
40
$2.27M 0.84%
33,868
-4,476
41
$2.23M 0.82%
+16,977
42
$2.13M 0.78%
34,137
-3,227
43
$2.09M 0.77%
13,275
-1,268
44
$2.09M 0.77%
+87,576
45
$2.03M 0.75%
12,610
-2,286
46
$2.01M 0.74%
81,563
-43,634
47
$1.99M 0.73%
+19,319
48
$1.98M 0.73%
15,087
-4,254
49
$1.9M 0.7%
30,917
-3,789
50
$1.83M 0.68%
27,270
+1,549
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